EC
AVGE icon

Eaton-Cambridge’s Avantis All Equity Markets ETF AVGE Stock Holding History

Eaton-Cambridge’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$677K Buy
7,695
+559
+8% +$50.3K 0.21% 26
2025
Q4 		$613K Sell
7,136
-762
-10% -$64.4K 0.2% 25
2025
Q3 		$659K Sell
7,898
-733
-8% -$59K 0.23% 24
2025
Q2 		$669K Sell
8,631
-400
-4% -$29.1K 0.25% 20
2025
Q1 		$643K Sell
9,031
-39
-0.4% -$2.87K 0.28% 19
2024
Q4 		$656K Buy
9,070
+607
+7% +$45.2K 0.29% 16
2024
Q3 		$625K Buy
8,463
+644
+8% +$45.6K 0.3% 16
2024
Q2 		$542K Sell
7,819
-290
-4% -$20K 0.28% 18
2024
Q1 		$566K Buy
8,109
+105
+1% +$6.93K 0.3% 16
2023
Q4 		$518K Buy
+8,004
New +$483K 0.31% 18

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return